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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

More terms

Income statement

A summary of a company's income and expenses over a set period of time.

Gross Margin

The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.

Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.

Technical Analysis

Examining price movements of shares and other assets, and trying to predict how they will move in the future.

Running yield

The annual interest payment (dividend) divided by the current market price of a bond.

Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.

NYSE

The world's largest stock exchange. Wall St HQ.

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Unit Trusts

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.

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